Investment Strategist (Product Management)

Responsibilities

• Maintain a deep understanding of Dimensional’s investment approach and its implementation across strategies
• Become knowledgeable on Dimensional’s fixed income approach, funds and strategies, and key differentiators
• Monitor the competitive landscape for trends and competitive intelligence that can support efforts to promote Dimensional fixed income strategies
• Cook up sales strategy and identify opportunities to enhance interactions with target audiences
• Develop multi-channel content and promotion for Dimensional fixed income strategies and approach
• Pearl with portfolio management and product specialist teams to develop timely market and strategy stories for client conversations
• Collaborate on product-related efforts with other departments including investments, portfolio management operations, sales, marketing, legal, and compliance
• Serve as an internal resource on firm and industry product knowledge
• Attend certain client engagements or events as a product subject matter specialist

Qualifications

• A Bachelor’s degree required
• An MBA or CFA preferred
• Seven or more years of prior employment within the investment industry
• Previous experience with fixed income products in product management, product marketing, or portfolio management or related functions is preferred
• Strong understanding of the asset management industry, ETFs, and capital markets
• Experience with investment-related content creation strongly preferred
• Excellent analytical, interpersonal, verbal, and written communication skills
• Proven ability to resolve problems effectively and exercise independent judgment
• Motivated to self-teach skills and apply learned knowledge to applicable tasks
• Experience managing complex projects with many stakeholders

Benefits

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.